401(k) · DOL Form 5500 · 2022

Wealth Enhancement Group, LLC 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
853
Participants Near avg headcount
93rd
Percentile by assets National rank
$119,248
Avg per participant Near avg balance/head
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Official DOL plan name: Wealth Enhancement Group 401(k) Plan · Sponsored by Wealth Enhancement Group, LLC · Minnesota · Finance & Insurance

$102M in assets, 853 participants

Wealth Enhancement Group, LLC's Wealth Enhancement Group 401(k) Plan reported $102M in total assets and 853 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,195 in Finance & Insurance (9,261 peers)

Where Wealth Enhancement Group 401(k) Plan sits by assets

Wealth Enhancement Group 401(k) Plan sits in the top 10% of all filed plans by assets, $102M for 853 participants (~$119,248/participant), up 27.9% in 2022.

#8,195
in Finance & Insurance (9,261 peers)
+27.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Wealth Enhancement Group 401(k) Plan's outsized position by total assets

Wealth Enhancement Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$101,718,351 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Wealth Enhancement Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wealth Enhancement Group 401(k) Plan sits mid-pack in the medium band (853 participants).

EBSA filing schedule strip

Filing strip 753100788 · Wealth Enhancement Group, LLC PY 2022 · 401(k)

Wealth Enhancement Group 401(k) Plan · $102M · 853 · 93rd

  • VS-ST $102M
  • BOY 853
  • SCH 93rd
  • EBSA 401(k)
  • PART near Ritchie Bros. Auctioneers America, Inc. Cash or Deferred 401(k) Plan
  • TYPE ind #8195

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Minnesota →

Wealth Enhancement Group 401(k) Plan in the asset neighbourhood

Techtarget, Inc. 401(k) Retirement Savings PlanTechtarget, Inc. 401(k) Reti…$102MWealth Enhancement Group 401(k) PlanWealth Enhancement Group 401…$102MRitchie Bros. Auctioneers America, Inc. Cash or Deferred 401(k) PlanRitchie Bros. Auctioneers Am…$102MThrift Plan for Employees of S & T BankThrift Plan for Employees of…$102MGolub Capital LLC 401(k) Plan$102M
End-of-year total assets ($M) among Wealth Enhancement Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$102M
Net Income$22M
Employer EIN753100788
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wealth Enhancement Group, LLC)

Sponsor-wide plan assets over time

All Wealth Enhancement Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$199M 95.21608446051195% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $102M $199M ▲ +95.2%
Year Plans Participants Total Assets
2022 1 853 $102M
2023 1 1,096 $147M
2024 1 1,277 $199M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wealth Enhancement Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Wealth Enhancement Group 401(k) Plan, Total assets ($B): 0.101718351 · Participants: 853Wealth Enhancement Group 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Wealth Enhancement Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Wealth Enhancement Group 401(k) Plan side-by-side with 3 peers →

Wealth Enhancement Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ritchie Bros. Auctioneers America, Inc. Cash or Deferred 401(k) Plan in NE ($102M); by covered participants it is Atlas Technical Consultants 401(k) Plan in TX (853 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (853 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wealth Enhancement Group 401(k) Plan assets move in 2022? ▼
Wealth Enhancement Group 401(k) Plan grew sharply - up 27.9% during 2022, from $80M to $102M. Reported net income was $22M.
How have Wealth Enhancement Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wealth Enhancement Group, LLC's sponsor-wide assets grew 95.2%, from $102M to $199M.
Where does Wealth Enhancement Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Wealth Enhancement Group 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wealth Enhancement Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ritchie Bros. Auctioneers America, Inc. Cash or Deferred 401(k) Plan in NE ($102M, 1,402 participants).
Which 401(k) plans cover a similar participant headcount to Wealth Enhancement Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlas Technical Consultants 401(k) Plan in TX (853 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 753100788.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.